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Trail Ridge Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Trail Ridge Investment Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,979
Closed -$309K – 126
2022
Q2 		$309K Sell
8,979
-126
-1% -$4.84K 0.21% 120
2022
Q1 		$349K Sell
9,105
-1,250
-12% -$46K 0.21% 111
2021
Q4 		$339K Buy
+10,355
New +$351K 0.2% 112

Other funds holding AMLP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trail Ridge Investment Advisors's AMLP Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 8,979 shares — an estimated $309K sold.

Trail Ridge Investment Advisors first reported a position in AMLP in Q4 2021 and held it in 3 quarters. The position peaked at $349K in Q1 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

  • Trail Ridge Investment Advisors reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 8,979 Alerian MLP ETF shares in Q3 2022, an estimated $309K.
  • Trail Ridge Investment Advisors first reported a position in Alerian MLP ETF in Q4 2021 and held it in 3 quarters.
  • Trail Ridge Investment Advisors's Alerian MLP ETF position peaked at $349K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.